AI Foundations 101 - Training Webinar

Description

Build the Knowledge and Confidence to Harness AI in the Workplace

Artificial Intelligence is rapidly transforming the way organisations operate, communicate and make decisions. Whether you're curious about AI, looking to understand the terminology, or wanting to explore how it can be applied in a professional environment, this highly rated webinar (4.5/5) provides the perfect starting point.

Designed for non-technical professionals, AI Foundations 101 offers a practical and accessible introduction to AI, helping delegates understand what AI is, how it works, and where it can add value across different business functions.

During this interactive webinar, you'll gain a clear understanding of:

  • The key AI concepts and terminology used in today's workplace
  • The different types of AI and how they are being used in business
  • Common AI tools and technologies, including generative AI
  • Opportunities and risks associated with AI adoption
  • Ethical, governance and regulatory considerations
  • Practical ways AI can enhance productivity, decision-making and innovation

WHY ATTEND

Why Individuals Choose This Course

Delegates consistently tell us that this webinar helps demystify AI and gives them the confidence to engage in conversations about one of the most significant technological developments affecting the workplace today.

You'll leave with:

✅ A clear understanding of AI fundamentals and key terminology
✅ Greater confidence when discussing AI with colleagues, clients and stakeholders
✅ Practical insights into how AI can support your role and career development
✅ Awareness of the opportunities, limitations and risks associated with AI
✅ The knowledge needed to begin exploring AI tools responsibly and effectively

Whether you work in operations, compliance, risk, HR, marketing, legal, client services, technology or investment teams, this course provides a valuable foundation for understanding AI and its growing impact on the investment management industry.

Why Organisations Book Their Teams

For organisations, AI literacy is quickly becoming an essential workplace skill. This webinar provides an efficient and consistent way to build foundational AI knowledge across teams and support wider digital transformation initiatives.

Ideal for:

  • New joiners and graduate programmes
  • Business and operational teams
  • Compliance, legal and risk professionals
  • HR and learning & development teams
  • Client-facing and marketing functions
  • Managers looking to understand AI's potential and implications

Delegates return to the workplace with a shared understanding of AI concepts, enabling more informed discussions, better collaboration and greater confidence when evaluating emerging technologies.

Learn from an Industry Expert
Delegates consistently praise both the quality of the content and the expertise of the trainer:

  • "The AI course was very informative, engaging, and practical. It provided valuable insights into how AI can be applied effectively within my role, and helped generate a number of ideas on how I can use AI to support and enhance some tasks."
  • "The course provided a comprehensive overview of the rapidly evolving AI landscape, combining informative presentations with interactive group discussions. I found it highly beneficial."
  • "Provided a great in sight into AI and how users should use or consider using it. Great fundamental course easy to understand and grasp"
  • "Really informative and lovely speaker"

 

A Proven Learning Experience
Learn from Industry Experts

Delivered by an experienced industry practitioner, the course combines practical examples, real-world applications and interactive discussion to help delegates understand how AI can be used effectively and responsibly within investment management firms. Delegates leave with practical insights that can be applied immediately in the workplace.

Places are limited and allocated on a first-come, first-served basis. Secure your place today or contact the IA Training

AGENDA

  • Welcome and Overview
  • What Actually is AI?
  • Strengths, Limitations and Hallucinations
  • How to Use AI Well
  • Risks and Responsible Use
  • AI in Asset Management
  • Agentic AI
  • Close - Q&A and Takeaway Resources

SPEAKERS

Kirstie Galloway UK Asset & Wealth Partner, NextWave Consulting

Kirstie Galloway is a senior financial services technology leader with over 25 years' experience, spanning C-suite roles at HSBC, Goldman Sachs Asset Management and JP Morgan across London, Tokyo and Hong Kong. She has since moved into consultancy, supporting the asset and wealth management sector in embracing and accelerating technology transformation in an industry where the landscape is evolving faster than ever.

Her institutional career gave her unusually broad exposure across the full financial services landscape, having led global technology teams supporting equity trading, front office, compliance, client onboarding, financial crime, sales, research and operational functions - giving her a depth of domain knowledge that informs everything she does today.

As UK Asset & Wealth Partner at NextWave Consulting- an award-winning consultancy specialising in AI-enabled transformation for financial services, built on the premise that strategy, the right specialists, and modern technology solutions must work together - Kirstie advises asset managers and wealth managers on technology strategy, operating model design, and how to think clearly and practically about AI. She is passionate about building genuine AI literacy across the sector, designing and delivering programmes for professionals across asset and wealth management, and is a founding Non-Executive Director of Comic Relief's Technology Advisory Group.

 

WHO SHOULD ATTEND

This webinar is aimed at professionals across investment and wealth management who are new to AI or looking to build their foundational understanding. It is particularly relevant for those interested in how AI is being applied within the industry, how it can support day-to-day tasks, and what its limitations and risks are. The session is suitable for a broad audience, including investment, risk, operations, and support functions, with no prior technical knowledge required.

PRICING

£95.00 + VAT

Pay using a credit card online, or if you wish to be invoiced please email your full details to: Training@theia.org

PLEASE NOTE: Full payment for the course must be made prior to the course commencement date.

  • Any cancellation must be made in writing.
  • For all cancellation received 15-30 days prior to the course start date, 50% of the course fee is still payable.
  • No refund is given for a cancellation made 14 days or less prior to the commencement of a course.
  • Transferring from one course to another is treated as a cancellation.
  • You can substitute one delegate for another at no additional cost. In this instance, please give two business days’ notice.

Group Discounts and In-House Delivery

Many firms choose to enrol multiple employees to establish a common understanding of DLT, blockchain and digital assets across their organisation.

Group booking discounts are available, making this a cost-effective option for team learning and development initiatives.

For organisations seeking a tailored approach, this webinar is also available as an in-house programme, delivered exclusively for your firm. In-house delivery allows content, examples and discussions to be aligned to your organisation's specific objectives, helping maximise relevance and impact.

Similar bookings

The Investment Association is pleased to invite you to its Looking to the Future of SM&CR webinar on 21 June in a virtual format.

More Information